• Circle's November 4 third-quarter 2026 earnings call featured CEO Jeremy D. Allaire, CFO Jeremy Fox-Geen, investor-relations head Scott Blair and analysts.
• Total revenue and reserve income rose 17% to $865 million; adjusted EBITDA increased 85% to $317 million.
• Results included $182 million in ARC token presale revenue, while quarter-end USDC circulation was flat year-over-year at $73.9 billion.
• Management reaffirmed full-year revenue less distribution cost margin guidance of 41.7%-43.7%, flagging fourth-quarter pressure from the renewed Binance agreement.
• The planned $400 million acquisition of Tazapay is expected to close in 2027, when management expects material Circle Payments Network revenue.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. Circle Internet Group Inc. published the original content used to generate this news brief on November 04, 2026, and is solely responsible for the information contained therein.